Tying Together Email Addresses

Anonymous
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Tying Together Email Addresses

A prospect registers on our site using their personal email address and then calls a rep an buys our product using a business email address. How do I tie the two records together so I get a complete view of the customer?
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5 REPLIES 5

Re: Tying Together Email Addresses

Hi Daniel,

Are you trying to merge the two leads into one? There is an option for that once you've selected both leads in the lead database.
It will even let you choose which fields to keep as leading.

It's under 'Lead Actions' --> 'Merge Leads'


Was that what you're looking for?


Stijn
Anonymous
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Re: Tying Together Email Addresses

Thanks for your response. Nope, this doesn't solve the problem. We are trying to figure out an automated (not manual) way to tie two records together that have different email addresses but are the same person.

One would have thought that the Marketo cookie could facilitate that, but it doesn't.
Any ideas?
Anonymous
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Re: Tying Together Email Addresses

It also appears that the secondary email is not looked at and is ignored. Also if you merge to leads and keep the business email and they come back with the personal email, a new lead is again created. There needs to be a solution to address it so that when two leads are merged, both email addresses are kept and looked at for tracking and used for sending communications etc...

Re: Tying Together Email Addresses

This is something that we are currently evaluating and trying to come up with a best solution for, as we have issues with not just business and personal email addresses, but also multiple business email addresses and more. We want to retain both email addresses as records because they have unique email preferences, but also have a complete picture of everyone. I'd love to hear how anyone else has solved for this in SFDC or Marketo, although I feel like the best-practice solution will lie in SFDC since Marketo sees one email to one record.

Anonymous
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Re: Tying Together Email Addresses

My current SFDC solution that I have developed is this:

Create a new lead status of "Secondary Record". Place all leads that are not the primary record in the secondary record status.

I also created two new lookup fields. One is called "Primary Lead Record" and the other is "Primary Contact Record". Place these two fields on the lead layout and update them as needed.

This does not merge the lead/contact but does allow you to see/report what leads/contacts have a primary record.

The next issue is lead/contact activity. We want all lead activity to be kept in the primary record. I will create a new text area field for records called "Web Activity". I will also create a field that holds the date of the web activity updates (in Marketo and SF leads and SF contacts). Then I will compare the last updated time stamp of each record and if the last updated time of the secondary record activity is greater than the primary record I will append the secondary activity to the primary activity.

This will work with an unlimited number of relationships.

I am all open for better solutions.